Q2 2017 Holdings
Filed 2017-08-14 | 138 holdings | $1.4B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Biogen Inc(BIIB) | COM | 09062X103 | $442.3M | 1,630,000 | 31.3% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $399.2M | 14,400,000 | 28.2% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $159.3M | 2,197,600 | 11.3% |
| Ascendis Pharma A S(ASND) | SPONSORED ADR | 04351P101 | $93.5M | 3,367,315 | 6.6% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $89.2M | 982,600 | 6.3% |
| Corvus Pharmaceuticals Inc(CRVS) | COM | 221015100 | $65.1M | 5,379,349 | 4.6% |
| Beigene LTD(ONC) | SPONSORED ADR | 07725L102 | $57.9M | 1,287,588 | 4.1% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $51.0M | 639,200 | 3.6% |
| Coherus Biosciences Inc(CHRS) | COM | 19249H103 | $15.5M | 1,079,700 | 1.1% |
| Aurinia Pharmaceuticals Inc(AUPH) | COM | 05156V102 | $11.0M | 1,797,400 | 0.8% |
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $10.6M | 500,000 | 0.8% |
| Adaptimmune Therapeutics PLC(ADAPY) | SPONDS ADR | 00653A107 | $8.6M | 1,914,660 | 0.6% |
| Cellectis S A(CLLS) | SPONSORED ADS | 15117K103 | $1.7M | 66,799 | 0.1% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $471.1K | 3,871,786 | 0.0% |
| Celgene Corp(CELG) | COM | 151020104 | $444.9K | 3,425,777 | 0.0% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $351.7K | 5,487,000 | 0.0% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $261.2K | 2,026,502 | 0.0% |
| Lilly ELI & Co(LLY) | COM | 532457108 | $253.1K | 3,075,000 | 0.0% |
| Wright MED Group N V | ORD SHS 0.03 PAR | N96617118 | $245.9K | 8,946,234 | 0.0% |
| Regeneron Pharmaceuticals(REGN) | COM | 75886F107 | $229.2K | 466,770 | 0.0% |
| Agilent Technologies Inc(A) | COM | 00846U101 | $226.2K | 3,814,100 | 0.0% |
| Amgen Inc(AMGN) | COM | 031162100 | $224.4K | 1,302,700 | 0.0% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $217.5K | 1,839,300 | 0.0% |
| Puma Biotechnology Inc(PBYI) | COM | 74587V107 | $212.0K | 2,425,735 | 0.0% |
| Incyte Corp(INCY) | COM | 45337C102 | $209.4K | 1,663,400 | 0.0% |
| Cigna Corporation | COM | 125509109 | $204.6K | 1,222,100 | 0.0% |
| Clovis Oncology Inc(CLVSEUR) | COM | 189464100 | $197.0K | 2,104,370 | 0.0% |
| Humana Inc(HUM) | COM | 444859102 | $185.5K | 770,900 | 0.0% |
| Anthem Inc(ELV) | COM | 036752103 | $173.2K | 920,618 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $148.7K | 1,124,400 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $146.8K | 2,073,400 | 0.0% |
| Loxo Oncology Inc | COM | 548862101 | $138.6K | 1,728,000 | 0.0% |
| Aetna Inc New | COM | 00817Y108 | $134.8K | 887,900 | 0.0% |
| Array Biopharma Inc(ARRYEUR) | COM | 04269X105 | $118.7K | 14,182,900 | 0.0% |
| Mylan N V | SHS EURO | N59465109 | $115.7K | 2,979,200 | 0.0% |
| Ironwood Pharmaceuticals Inc(IRWD) | COM CL A | 46333X108 | $108.7K | 5,759,200 | 0.0% |
| Intercept Pharmaceuticals in(ICPTUSD) | COM | 45845P108 | $103.7K | 856,554 | 0.0% |
| Aerie Pharmaceuticals Inc(AERIEUR) | COM | 00771V108 | $96.3K | 1,831,647 | 0.0% |
| Synergy Pharmaceuticals del | COM NEW | 871639308 | $94.1K | 21,153,343 | 0.0% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $93.2K | 534,200 | 0.0% |
| Audentes Therapeutics Inc(BOLDEUR) | COM | 05070R104 | $91.9K | 4,801,638 | 0.0% |
| Allergan PLC | SHS | G0177J108 | $90.8K | 373,590 | 0.0% |
| Shire PLC | SPONSORED ADR | 82481R106 | $90.7K | 548,808 | 0.0% |
| Magellan Health Inc | COM NEW | 559079207 | $88.6K | 1,215,100 | 0.0% |
| Jazz Pharmaceuticals PLC(JAZZ) | SHS USD | G50871105 | $84.9K | 545,900 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $82.6K | 2,458,800 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $79.5K | 428,600 | 0.0% |
| Insys Therapeutics Inc New | COM NEW | 45824V209 | $78.1K | 6,171,440 | 0.0% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $78.0K | 879,000 | 0.0% |
| Allergan PLC | PFD CONV SER A | G0177J116 | $76.5K | $88,200 | 0.0% |